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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Alexandria | VA | 05/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Alexandria | VA | 07/2024 | 05/2025 |
| Unemployed | Springfield | VA | 04/2024 | 06/2024 |
| Koons Tysons Toyota | Tysons Corner | VA | 10/2023 | 03/2024 |
| W A Brown & Associates Pc | Srtiling | VA | 02/2023 | 10/2023 |
| Unemployed | Springfield | VA | 01/2023 | 01/2023 |
| Stv Inc | Owing Mills | MD | 05/2022 | 12/2022 |
| Priority Toyota Springfeild | Springfield | VA | 08/2021 | 05/2022 |
| Td Bank | Arlington | VA | 06/2018 | 07/2021 |
| Target Corporation | Fairfax | VA | 05/2018 | 06/2018 |
| Darden Restaurants, Inc | Falls Church | VA | 11/2015 | 05/2018 |
| Fisher Investments | Plano | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
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